Trustee purchased 20% of home

[bouree]

What is the name of your state? Calif

My mom owned 80% of her home, and her grandaughter owned 20%. My mom's heirs are her 3 childern, me, my sister, and my brother. Equal shares. Some months after my mom's death, my sister produced a loan payoff statement of her daughters loan, and claimed that she now owns that 20%. My sister is also the trustee, and had access to my mom's accounts even prior to her death. I am suspicious of what money she used to pay off that loan. Can I require her to prove via her own checking acoount statements, what money she used to pay off that loan ? Or some other proof ? My moms financial statements even months prior to her death ? If it was her money, then ok, but if it belonged to my mom, then shouldn't it belong to the 3 heirs equally ? If she did purchase that 20% legally, was she at all obligated to offer a share of it to me and my brother, because it's value is continually increasing ?



Thank you,

Joanie B

 

[Dandy Don]

Please stop trying to gyp this partial owner out of their share of the home.

Executor or trustee needs to be looking at the home's title/deed to see exactly whose names are on it and getting the legal owners/heirs names officially added on there if they are not already there, during the probate process if there is a will.

It will do you no good to investigate what the source of funds were--the owner is still the owner (is the house already paid for or were the co-owners still making payments to a mortgage company before the death occurred?) and the percentage of ownership does not change.